Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DHMIX (DIAMOND HILL SMALL-MID CAP FUND DIAMOND HILL SMALL-MID CAP FUND CLASS I) | 2.78% | 11.89% | 9.10% | 4.15% | 7.57% | 9.14% | 8.52% | … | … |
Data as of 06/10/2026, Common starting date is 01/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DHMIX (DIAMOND HILL SMALL-MID CAP FUND DIAMOND HILL SMALL-MID CAP FUND CLASS I) | 01/05/2006 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 11.89 | 9.10 | 4.15 | 7.57 | 9.14 | 8.52 | … | … | 2.78 | 8.56 | 8.10 | 11.50 | -13.64 | 31.11 | 1.35 | 27.74 | -12.56 | 8.43 | 18.40 | 1.32 | 7.36 | 41.64 | 15.74 | -3.85 | 23.43 | 41.36 | -29.80 | -0.43 | 8.24 |
| Sharpe Ratio | NA | 0.75 | 0.38 | 0.07 | 0.28 | NA | NA | … | … | 0.18 | 0.28 | 0.27 | 0.42 | -0.62 | 1.74 | 0.03 | 1.97 | -1.00 | 0.91 | 1.16 | 0.09 | 0.65 | 3.60 | 1.11 | -0.15 | 1.30 | 1.18 | -0.68 | -0.23 | 0.41 |
| Standard Deviation(%) | NA | 15.56 | 17.62 | 19.40 | 21.15 | NA | NA | … | … | 15.74 | 20.10 | 16.32 | 18.79 | 24.23 | 17.89 | 43.35 | 13.34 | 13.99 | 8.56 | 15.74 | 14.05 | 11.31 | 11.56 | 14.22 | 25.23 | 18.02 | 35.09 | 45.10 | 15.69 | 12.08 |
| Draw Down(%) | NA | 10.69 | 20.81 | 22.59 | 45.44 | NA | NA | … | … | 10.69 | 17.87 | 8.04 | 20.34 | 21.11 | 9.02 | 45.44 | 8.30 | 21.08 | 4.66 | 10.73 | 9.35 | 11.23 | 4.52 | 13.35 | 24.25 | 14.22 | 35.92 | 51.57 | 12.84 | 10.91 |
| Yield(%) | 0.00 | 6.25 | 5.71 | 4.91 | 5.29 | 6.69 | 6.83 | … | … | 0.00 | 6.29 | 8.00 | 2.18 | 4.31 | 7.24 | 0.73 | 6.10 | 4.03 | 3.61 | 2.34 | 1.38 | 3.96 | 6.03 | 3.49 | 2.62 | 0.16 | 0.25 | 1.16 | 3.38 | 1.07 |
Data as of 06/10/2026, Common starting date is 01/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHMIX (DIAMOND HILL SMALL-MID CAP FUND DIAMOND HILL SMALL-MID CAP FUND CLASS I) |
-17.21%
Feb 2006 – Feb 2009 |
-2.22%
Mar 2015 – Mar 2020 |
5.62%
Oct 2013 – Oct 2023 |
7.84%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHMIX (DIAMOND HILL SMALL-MID CAP FUND DIAMOND HILL SMALL-MID CAP FUND CLASS I) |
34.48%
Feb 2009 – Feb 2012 |
29.16%
Feb 2009 – Feb 2014 |
17.61%
Feb 2009 – Feb 2019 |
14.26%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart